What to Use for Quick Order Forms and Net Terms

Wholesale buyers reorder often and expect to pay later, not upfront. Quick order forms and net terms both remove friction from repeat purchasing, and Shopify offers native and app-based ways to build them.

This guide is for wholesalers and B2B sellers wanting to speed up repeat orders and offer payment terms without building a custom checkout flow.

Quick Answer

Yes, native B2B includes reorder from past purchases and net terms of 7, 15, 30, 45, 60, or 90 days on any paid Shopify plan. Wholesale Pricing Discount B2B adds net 15, 30, 45, or 60 terms with automated payment reminders by email and SMS, plus early payment discounts, for stores that need more control over the payment process itself.

What Are Quick Order Forms and Net Terms?

A quick order form lets wholesale buyers reorder or place bulk orders fast, often from a saved list, instead of browsing products individually. Net terms let approved buyers pay an invoice within a set window, such as 30 days, instead of at checkout.

Who Needs Quick Order Forms and Net Terms?

• Wholesale buyers placing frequent, repeat orders from a known product list
• Distributors and retailers who pay on invoice rather than at time of order
• Sellers wanting to reduce order friction for high-volume repeat buyers
• Businesses needing to track and remind buyers about upcoming payment due dates
• Stores wanting to incentivize early payment through discounts

Why Quick Order Forms and Net Terms Matter for Your Business

• Fast reordering increases repeat order volume from existing buyers
• Net terms match how B2B buyers expect to pay, improving conversion on new accounts
• Automated payment reminders reduce late payments without manual follow-up
• Early payment discounts improve cash flow timing
• PO number support at checkout matches buyer procurement processes
• Fewer manual invoice corrections improve operational efficiency

For a full breakdown of what Shopify includes natively and where it stops, see our comparison of native B2B versus third-party apps.

How to Set Up Quick Order Forms and Net Terms on Shopify

Step 1: Prepare Your Store and Customer Tags

Decide which buyers qualify for net terms before building the workflow. Not every wholesale account should get the longest terms automatically.

• Define which customer tags or tiers qualify for net terms
• Decide the term length per group, such as net 15 for new accounts and net 60 for established ones
• Create or confirm the customer tags for each qualifying group

Step 2: Install and Configure Wholesale Pricing Discount B2B

Install Wholesale Pricing Discount B2B if you want automated payment reminders, early payment discounts, or term lengths beyond what native B2B offers per plan.

• Connect the app and review which plan includes the net terms you need
• Set up net 15, 30, 45, or 60 terms per customer group
• Enable automated payment reminders by email and SMS for upcoming due dates

Step 3: Create the Pricing or Discount Rules

Combine payment terms with any pricing incentives, like early payment discounts, to shape buyer behavior.

• Set early payment discounts to encourage faster invoice settlement
• Confirm quick reorder or draft order tools are enabled for repeat buyers
• Set order minimums or limits if term-based buyers should meet a minimum order value

Step 4: Test With a Tagged Test Customer

Test the full order and payment cycle with a tagged test account before offering terms to real buyers.

• Place a test order using the quick order form or reorder function
• Confirm the correct net term applies and the invoice reflects the right due date
• Ask Sidekick which groups currently have net 30 terms to confirm the setup matches your intended structure

Step 5: Go Live

Roll out net terms and quick ordering to real accounts once testing confirms accuracy.

• Publish the setup to your live store
• Notify qualifying accounts of their new term length and reorder options
• Monitor the first payment cycle to confirm reminders fire correctly

Quick Order Form and Net Terms Examples

Office Supply Distributor (Office supplies)
Problem: Repeat buyers reordered the same products monthly but had to rebuild their cart from scratch every time.
Setup: Enabled quick reorder from past purchases alongside net 30 terms for approved accounts.
Result: Reorder time dropped significantly and repeat order frequency increased.

Building Materials Supplier (Construction supplies)
Problem: Manually tracked which accounts owed payment and often missed sending reminders.
Setup: Set up automated payment reminders by email and SMS tied to each account's net term.
Result: Late payments decreased and staff time spent on manual collections dropped.

Read more case studies for our apps.

Best Practices

• Only extend the longest net terms to established, trusted accounts
• Set automated reminders well before the due date, not just on it
• Pair early payment discounts with longer terms to balance cash flow
• Keep PO number fields visible at checkout for buyers who require them
• Review overdue accounts regularly, even with automated reminders in place
• Test reorder functionality from the buyer's actual saved order history

Summary

Quick order forms speed up repeat wholesale purchasing, and net terms match how B2B buyers expect to pay. Native B2B covers the basics, and a dedicated app adds reminders, early payment discounts, and more term flexibility.

For net terms with automated reminders and early payment incentives, try Wholesale Pricing Discount B2B.